Applied Epic vs. AgencySmart
A side-by-side comparison based on G2 review data.
| Metric | Applied Epic | AgencySmart |
|---|---|---|
| Overall rating | 4.4 | 4.8 |
| Review count | 2,192 | 39 |
| Ease of use | 8.4 | 9.8 |
| Ease of setup | 7.8 | 9.6 |
| Quality of support | 8.9 | 9.7 |
| Meets requirements | 8.8 | 9.8 |
| NPS | 59.082308 | 89.473684 |
| Small Business | 68.8% | 94.9% |
| Mid-Market | 25.7% | 2.6% |
| Enterprise | 5.5% | 2.6% |
| Total page views | 7,988 | 343 |
| Total LLM citations | 18,814 | 918 |
Applied Epic
Applied Epic® is an AI-powered agency management system built for P&C and Benefits insurance agencies and brokerages. It moves beyond a traditional system of record by embedding automation and intelligence into everyday workflows, helping teams reduce manual work, streamline servicing and submissions, and manage the full customer lifecycle in one connected platform.
- Ease of Use
- Features
- Efficiency
- Data Management
- Organization
- Workflow Efficiency
AgencySmart
AgencySmart is an “all-in-one” cloud-based solution designed for general agents and retail brokers who sell employee benefits, insurance products, financial services and other industry related products (payroll, HR and consulting) to the commercial and individual marketplace. From data management to on-boarding and benefit enrollment, AgencySmart solves the problem of using multiple systems to manage your business. AgencySmart saves time, reduces labor cost and adds efficiencies that can make your agency more profitable.
- Ease of Use
- Training Support
- Activities Management
- Tracking
- Navigation Ease
- Simple